CLIENT SERVICE SPECIALIST- Equisport

Description :

We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Personal and Commercial insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in Equine Insurance, collaborating with internal teams to provide a seamless service experience.

This position will be based out of Marshall+Sterling's Poughkeepsie Offices

• Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager.
• Underwrite individual risk situations to meet agency and carrier standards.
• Secure applications for coverage from Sales Executives, Account Managers, and / or clients.
• Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
• Address cancellation requests and assist in retaining accounts.
• Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals.
• Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures.
• Perform financial duties as directed by management.

Requirements :

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Salary Range is $47,500 - $52,500.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details : 47500-52500 Hourly Wage

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